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Corporate Profile

Every year, Americans are faced with the prospect of tax return preparation. Although many will try to go it alone, every year more turn to a tax consultant like Liberty Tax. Our goal is to provide the feeling of a personal tax consultant alongside the security, confidence, and protection that a large company can provide. Liberty Tax continues to firmly establish its growing presence and increasing market share in the personal income tax industry. There are over 4,000 Liberty Tax Service offices operating in the United States and Canada, where we operate as Liberty Tax Service Canada.

Investor Toolkit

Cash in a Flash: With paid tax preparation. Valid at participating locations. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 1/2-2/13/2016.

Send a Friend Referral Program: With paid tax preparation. Valid at participating locations. Referred friends must be new customers and have their taxes prepared at Liberty Tax. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 1/2-2/13/2016.

$750 Refund Advance: At participating Liberty offices. The Refund Advance is a loan secured by your tax refund and offered to qualifying applicants by Republic Bank & Trust Company or Meta Bank, members FDIC. There are no fees or interest associated with the Refund Advance. The Refund Advance is an optional tax-refund related loan (it is not the actual refund). The amount of the advance will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Tax returns may be filed electronically without applying for this loan. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards. Advances are subjects to underwriting and approval. Advance proceeds are typically available within 24 hours of approval, however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit your Liberty office to learn about the cost and timing of all tax filing and product options. Valid at participating locations. Valid 1/4-2/29/2016.

$30 Off Preparation Fees: For new customers. Valid at participating locations. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 1/1-2/28/2016.

Liberty Tax Guarantees:

Year-Round Support – Our offices are open year round to serve your needs.

Satisfaction Guarantee – Our offices guarantee their services 100%. If you are not satisfied with the tax preparation service for any reason, the office will refund your tax preparation fees.

Accuracy Guarantee – Our offices will give you the most accurate return and the largest possible refund. If the office makes an error in the preparation of your return that results in penalties and interest, the office will reimburse you for the associated penalty and interest initially assessed.

Audit Assistance – If the IRS audits you for a return your local office prepared, someone from the office will accompany you to the audit to offer assistance by explaining how the return was prepared.

Correspondence Assistance – Our offices will help you handle all IRS and state tax return correspondence that you get, including audits, letters and inquiries about your tax return.

Free Copies – At any time, you can get copies of your paid tax return from the local office for free.

Liberty Online

Send a Friend: Get $10 for each qualified new-to-Liberty Online customer, and give your Friend a special invitation for 50% off their online tax preparation fees using Liberty Online.

Your Friend will receive an invitation with instructions how to redeem their special discount offer. To qualify, your Friend must: (1) Be a new Liberty Online customer; and, (2) Access and file with Liberty Online using the unique link provided by the referrer.

Discount is valid only for new Liberty Online customers who accesses using the unique link in their special invitation to file before December 31, 2016. Discount offer valid only for intended recipient, and cannot be combined with any other offer.

Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.

PLEASE NOTE THAT YOU MUST TELL YOUR FRIENDS THAT YOU ARE ELIGIBLE TO RECEIVE A REWARD IF THEY MAKE A QUALIFYING PURCHASE. If you do not, it is a violation of these terms and may result in your immediate termination from the program, disqualification from future participation, and forfeiture any money owed to you as a result of your participation in this program.

Liberty Tax Service and its service providers (“We”) reserve the right at any time and for any reason to modify these terms, or to change, interrupt or stop the program either for a period of time or permanently with or without notice. We reserve the right to delay, cancel, revoke, or prevent payment of rewards in any suspected case of fraudulent use or misuse of Liberty Online or this program. Referrals and rewards are subject to verification at Liberty Tax Service’s sole discretion.

Disclaimer of Warranties

PARTICIPANTS EXPRESSLY UNDERSTAND AND AGREE THAT: (A) YOUR USE OF THE PROGRAM IS AT YOUR SOLE RISK, THE PROGRAM IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS AND WE EXPRESSLY DISCLAIM ALL WARRANTIES, CONDITIONS AND TERMS (COLLECTIVELY, "PROMISES") OF ANY KIND, WHETHER EXPRESS OR IMPLIED BY STATUTE, COMMON LAW OR CUSTOM; (B) WE MAKE AND GIVE NO WARRANTY THAT (i) THE PROGRAM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (ii) THE RESULTS OBTAINED FROM THE USE OF THE PROGRAM WILL BE ACCURATE OR RELIABLE AND (C) YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR MOBILE DEVICE OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OR USE OF ANY SUCH MATERIAL.

Limitation of Liability and Indemnification

YOU EXPRESSLY UNDERSTAND AND AGREE THAT JTH TAX, INC DBA LIBERTY TAX SERVICE, INCLUDING ANY VENDORS AND SERVICE PROVIDERS ASSOCIATED WITH OR ASSISTING IN PROVIDING THE PROGRAM, SHALL NOT BE LIABLE TO YOU FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES (EVEN IF INTUIT INC. WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), RESULTING FROM: (i) THE USE OR THE INABILITY TO USE THE PROGRAM; OR (ii) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA.

TO THE FULLEST EXTENT POSSIBLE BY LAW, JTH TAX, INC DBA LIBERTY TAX SERVICE, INCLUDING ANY VENDORS AND SERVICE PROVIDERS, MAXIMUM LIABILITY ARISING OUT OF OR IN CONNECTION WITH THE PROGRAM, REGARDLESS OF THE CAUSE OF ACTION (WHETHER IN CONTRACT, TORT, BREACH OF WARRANTY, OR OTHERWISE), WILL NOT EXCEED $100.

Applicable Law. Any and all disputes, claims and causes of action arising out of or related to the program or any prize awarded shall be resolved under Virginia law (without reference to its conflicts of laws principles), and participants in the Program agree to submit any dispute to the exclusive jurisdiction of the state and federal courts located in City of Virginia Beach, Virginia.

Liberty Accounting

Free Trial

If Customer has registered for a trial use of the Service, Customer may access the Service for a trial period granted by Liberty Accounting. The Service is provided AS IS, with no warranty during this time period. All Customer data may be deleted after the trial period, unless Customer converts its account to a non-trial account.

Liberty Tax School

Liberty Tax Service has been approved by the California Tax Education Council to offer Liberty Tax School (CTEC Course #2097-QE-0001), which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2883, or on the Internet at
www.ctec.org

Licensed by Oregon Higher Education Coordinating Commission (OAR) 715-045-0033(6). Students must pass the Tax Preparer examination given by Oregon Board of Tax Practitioners before preparing tax returns for others.

In Maryland, additional instruction and requirements are necessary to prepare an individual for employment as a Registered Tax Return Preparer.

In Arkansas, Liberty Tax is licensed By the SBPCE State Board.

In Tennessee, students will be offered employment per satisfactory completion.

Liberty does not make any promise, warrant or covenant as to the transferability of any credits earned at Liberty Tax Service. Credits earned at Liberty Tax Service, may not transfer to another educational institution. Credits earned at another educational institution may not be accepted by Liberty Tax Service. You should obtain confirmation that Liberty Tax Service will accept any credits you have earned at another educational institution before you execute an enrollment contract or agreement. You should also contact any educational institutions that you may want to transfer credits earned at Liberty Tax Service, to determine if such institutions will accept credits earned at Liberty Tax Service prior to executing an enrollment contract or agreement. The ability to transfer credits from Liberty Tax Service to another educational institution may be very limited. Your credits may not transfer, and you may have to repeat courses previously taken at Liberty Tax Service if you enroll in another educational institution. You should never assume that credits will transfer to or from any educational institution. It is highly recommended and you are advised to make certain that you know the transfer of credit policy of Liberty Tax Service, and of any other educational institutions you may in the future want to transfer the credits earned at Liberty Tax Service, before you execute an enrollment contract or agreement.